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IAG Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

IAG Wealth Partners’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23
Closed -$1.63K – 504
2024
Q4 		$1.63K Buy
+23
New +$1.69K ﹤0.01% 468
2020
Q2 		– Sell
-368
Closed -$23K – 427
2020
Q1 		$23K Sell
368
-108
-23% -$7.59K 0.02% 137
2019
Q4 		$36K Buy
+476
New +$35.5K 0.02% 128

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

IAG Wealth Partners's EFAV Position: Q1 2025 in Review

IAG Wealth Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2025, closing a stake of 23 shares — an estimated $1.63K sold.

IAG Wealth Partners first reported a position in EFAV in Q4 2019 and held it in 3 quarters. The position peaked at $36K in Q4 2019. 483 funds tracked by Wall St. Rank hold EFAV as of Q1 2025.

  • IAG Wealth Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 23 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2025, an estimated $1.63K.
  • IAG Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 3 quarters.
  • IAG Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $36K in Q4 2019.
  • 483 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2025.

Based on IAG Wealth Partners's 13F filing for Q1 2025, filed 16 Apr 2025.